NationalK.com

Individual and Small Business Retirement Plans with Preferred Pricing

-  Call us at 1-877-444-5344 for a free analysis of your retirement plan needs

- Read this NEW Article "Individual 401k Plan and Individual Defined Benefit Strategies" (CLICK HERE)

- Request on Application Kit (CLICK HERE)

You can now establish retirement plans with pricing normally reserved for larger corporations to specifically benefit small businesses.  These are direct programs with OppenheimerFunds or PioneerFunds offered through Wangard Investment Consulting, a Midwest-based investment firm, under a national contract.  

Choose the Plan that is Right For You and Your Company

Featuring:  Individual 401(k) Plans  For Self-Employed, Family or Owner-Only Businesses, $15,500 Allowable Tax Deductible Contribution plus 25% Profit Sharing up to a $46,000 contribution, Loan Feature, On-Line Access and Processing, No Testing, with Institutional Pricing.  ($5,000 catch-up contribution is allowed for participants over age 50)

  OppenheimerFunds SingleK ™

• Class N Shares with No Front-end or Back-end Sales Charges with Over 45 Mutual Funds Choices
• No Set-up Fee, $15 per Participant Annual Fee ($10 per participant for balances over $50,000)
• Accepts All Qualified Rollovers, Full-Service Loan Processing, On-line Contributions and Account Access, Pre-tax and Roth Contributions Allowed

  Pioneer Funds UniK ™

• Class A Shares at Net Asset Value with No-loads (no front-end or back-end sales charges) with over 30 Mutual Fund Choices
• No Set-up Fee, $25 per participant annual fee (no annual fee for plan accounts over $25,000)
• Accepts All Plan Rollovers, Full-Service Loan Processing, On-Line Account Access , Pre-tax and Roth Contributions Allowed

 Other Retirement Plans 

  OppenheimerFunds SEP-IRA, Rollover IRAs, SimpleIRA 

• Class N Shares with No Front-end or Back-end Sales Charges
• No Set-up Fee, $15 annual fee per participant (or $10 annual fee per participant for balances over $50,000)
• On-line Contributions and Account Access with over 45 Mutual Funds Choices

  OppenheimerFunds 401K PlanforTen™ or PlanforMost™ -  with Safe Harbor

• Class N Shares with no front-end or back-end sales charges, Low-cost Packaged Pricing, Full Service Administration, On-line Systems, Integrated with Payroll

  OppenheimerFunds Pinnacle™ 401K Plan

• Full Service 401(k) Plan Administration for all Size Companies
• Class N Shares with No Front-end or Back-end Sales Charges
• Custom Pricing and Plan Administration
• Comprehensive Employee Communication Program 

  Individual and Small Business Defined Benefit Plan Options

• OppenheimerFunds Single DB ™
• Build Your Own Self-Directed Program with Institutional Pricing through Wangard Investment Consulting 

For retirement plan selection assistance and to request an application package, call Wangard Investment Consulting, the advisors for this program, at 1-877-444-5344 or go to our on-line request form.

Note, this program is not available through your own broker or advisor .

Mutual funds are sold by prospectus.  Please carefully consider the Fund's investment objectives, risks and charges and expenses before investing.  The Fund's prospectus, which contains this and other information about the Fund, can be obtained by calling 877-444-5344.  Please read it carefully before you invest.  

Securities and Insurance Products: 
 

For information, call toll free 877-444-5344 or refer to www.NationalK.com.  Wangard Investment Consulting is the owner and is solely responsible for content on www.NationalK.com.  Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc., and Pioneer funds are distributed by PioneerFunds Distributor, Inc., and are offered for sale to investors by the Wangard Investment Consulting. Shares of Oppenheimer funds and Pioneer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested. Wangard Investment Consulting is not a legal or tax advisor, and therefore any information provided in this regard is under the sole authority of the participant to apply such information and act according to IRS rules and provisions. However, Wangard Investment Consulting will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals. The retirement plan options offered through this program are participant directed programs. Wangard Investment Consulting does not have discretionary authority to direct the investment selection on behalf of account holders and is not responsible for investment results achieved based on this participant direction.  The associates of the Wangard Investment Consulting are registered to provide investment services in AL, AZ, AK, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. 

Investment products and services offered through Wachovia Securities Financial Network, LLC (WSFN), Member FINRA & SIPC.  Wangard Investment Consulting is a separate entity from WSFN.  Wangard Investment Consulting (WIC) and WSFN are not affiliated with FACT or firms working on their behalf.  You may contact the investment firms at: OppenheimerFunds Distributor, Inc. (OFDI), 498 Seventh Avenue, New York, NY  10018 or  PioneerFunds Distributor, Inc., 60 State Street, Boston, MA  02109. While WIC and WSFN offer clients access to a wide variety of fund choices, clients will be limited to Oppenheimer fund choices and Pioneer fund choices indicated when participating in this preferred pricing program. An association membership may be required to receive preferred pricing under this arrangement. (04/08)